by Mat Sorensen | Oct 18, 2022 | Podcast
Ep.73: Solo 401k Structure and Strategies Download Presentation Slides Here. In this webinar Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including: 4 Key Points to Consider When Using a Solo...
by Mat Sorensen | Oct 12, 2022 | Podcast
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes. Think of this podcast episode as your...
by Mat Sorensen | Sep 28, 2022 | Podcast
EP 71: Open Forum – Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax You asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions! Can you self-direct in a multi-family...
by Mat Sorensen | Sep 16, 2022 | Podcast
EP 70: Analyzing Investments for Retirement Accounts Download Presentation Slides Here. Mat Sorensen, bestselling author of “The Self Directed IRA Handbook” interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator...
by Mat Sorensen | Sep 7, 2022 | Podcast
EP 69: Student Loan Debt Crisis and The Solution – Coverdell ESAs, 529 and Roth IRAs This episode is a must listen to for any parent! Total Student Loan Debt is $1.75 trillion. The average amount per borrower is $29,000. There are 2.4 million retirees who...
by Mat Sorensen | Aug 31, 2022 | Podcast
EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better? If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account? Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler...
